For accountants & advisors

SR&ED Partner Kit

Share free Canadian SR&ED tools with clients before engagement — eligibility screening, T661 prep, and credit estimates. No signup, no cost.

8-question assessment — clients get a score and documentation gaps in 3 minutes.

https://www.shredy.ca/tools/sred-eligibility-quiz

Interactive checklist for project info, line 246 narrative, financials, and audit docs.

https://www.shredy.ca/tools/t661-checklist

Federal and provincial SR&ED estimates with CCPC refundable rates.

https://www.shredy.ca/tools/rd-investment-calculator

How to use this with clients

Send the eligibility quiz link before scoping a new SR&ED engagement
Use the T661 checklist during year-end prep to identify documentation gaps early
Run the calculator together to set refund expectations before filing
Add links to your firm's resources page — tools are free for commercial use

Need guided filing support for clients after screening?